Intel Former Board Members Warn Against Rumoured TSMC Takeover Of Intel Foundry
Four former Intel board members yesterday warned against having TSMC take over Intel Foundry, their second time weighing in on the topic of Intel....
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Tech Supply Chain Tracker (28-Feb-2025): Jan 2025 notebook shipment update
January 2025 notebook shipment update; Dassault Systèmes CEO comments on European automakers, SK Hynix achieves 70% yield in HBM4 testing, China's...
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Nvidia: Jan-25 Beat, Apr-25 Beat, Blackwell Demand Is “extraordinary“, Gross Margins Will Improve
CEO anticipates strong demand growth with significant investments in data centers. AI models are improving with increased computing power. Stock...
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What Do Detailed 2024 Semi Stats Tell Us?
The chip market saw 19% 2024 growth driven by AI semiconductors, but growth outside AI is modest. This is cause for concern. Meanwhile US trade...
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JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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